Tatra Finance Management

Tatra Finance Management s.r.o. is an independent financial agent in the capital markets sector, providing investment intermediation under a licence from the National Bank of Slovakia and registered in the register of financial agents and financial advisers (registration number SFA - 273685). It offers portfolio design based on each client's age, financial situation, risk tolerance and goals, currency exchange services in cooperation with CYRRUS FX, a.s., and investment education with news published twice a week.

Its customers are individual investors, from beginners to experienced clients, who are offered free initial consultations and access to brokerage partners (securities dealers). The website does not describe the fee structure beyond stating there is no entry fee and that fees are low.

The company was founded on 2022-12-22 and is based in Banská Bystrica, with a second office listed in Bratislava (Vienna Gate). The website is published in Slovak and lists no open positions beyond an invitation to send CVs for investment and financial intermediation roles.

Product: Investment intermediation and portfolio design for retail clients, currency exchange with CYRRUS FX, and investment news and education.